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JFuentes
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Member since ‎Jun 8, 2021
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Josep Fuentes

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SanketM on August 14, 2020
Deal movement by stages
Does anyone know how to create a Dashboard/Report for Deal movement by stages. Our deals don't necessarily move in all stages and they skip stages in between. I would like to analyse the monthly movement of the deals/Conversion ratios and Win %. Una read more
Reply Discussion Sales Dashboard
12 upvotes
20 Replies
JFuentes
Participant
June 16, 2021
Hello Justin, i would be interested in this report. Please, can you send me that info to jfuentes@coalza.com Thanks in advance. Best regard...read more
mgarbus on March 30, 2020
Make emails sent from Mobile App Logged same way as from a computer
Right now, an email sent from the mobile app only gets logged under a contact. If that same email is sent from a computer it will automatically get associated with the correct contact, company, AND deal. This means that right now any email fr read more
Reply Idea
11 upvotes
4 Replies
JFuentes
Participant
June 15, 2021
It also happens with calls
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